Deal History

Financial advisor to BlueSky Wealth Advisors ($1B+ AUM RIA based in New Bern, North Carolina) on acquisition by Aspen Standard Wealth. Represents seventh RIA acquisition for Aspen platform.

Exclusive financial advisor to C.J. Lawrence, a boutique investment management firm with legacy dating to 1864. Seller-side advisory on acquisition by Charleston-based Apollon Wealth Management.

Financial advisor to CIVC Partners on growth recapitalization of Cary Street Partners Financial, managing $10B+ in assets across wealth management subsidiaries.

Financial advisor to Gulf Guaranty on acquisition by Tokio Marine HCC. Gulf Guaranty is a managing general agent in the group benefits and employee benefits space.

Financial advisor to NI Holdings on acquisition of Westminster American Insurance Company, a Maryland-domiciled insurance carrier.

Financial advisor to Ebix (NASDAQ: EBIX) on acquisition of A.D.A.M., a leading provider of health information and benefits technology solutions. Deal consideration was $66 million on a debt-free basis.

Financial advisor to Collateral Holdings on sale of DentaNet (largest dental network in Alabama) and related group benefits assets to Principal Financial Group.

Financial advisor to HUB International on acquisition of Insuritas, a leading embedded insurance provider for financial institutions partnered with 100+ banks and credit unions.

Financial advisor to I-Engineering, Shelton CT-based insurance software firm, on acquisition by XDimensional Technologies (backed by Serent Capital).